EWP

Elevation Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$671K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$629K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$521K

Top Sells

1
+$830K
2
+$393K
3
+$351K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$226K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$184K

Sector Composition

1 Technology 8.08%
2 Communication Services 3.73%
3 Healthcare 2.67%
4 Real Estate 2.28%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.95%
16,223
+363
27
$1.93M 0.91%
11,064
+2,380
28
$1.89M 0.89%
72,759
+10,956
29
$1.73M 0.82%
33,270
+3,555
30
$1.53M 0.73%
19,467
+5,076
31
$1.52M 0.72%
58,776
-2,508
32
$1.44M 0.68%
40,506
+3,190
33
$1.28M 0.61%
36,601
-943
34
$1.27M 0.6%
33,794
+7,510
35
$1.26M 0.6%
21,035
-286
36
$1.24M 0.59%
19,090
37
$1.23M 0.58%
6,209
+336
38
$1.22M 0.58%
22,099
+809
39
$1.19M 0.56%
6,141
+457
40
$1.17M 0.56%
12,504
+670
41
$1.03M 0.49%
1,934
-2
42
$985K 0.47%
1,159
-36
43
$977K 0.46%
5,698
44
$904K 0.43%
38,114
-42
45
$896K 0.42%
14,257
-649
46
$823K 0.39%
3,979
47
$768K 0.36%
21,944
+250
48
$766K 0.36%
5,239
-245
49
$759K 0.36%
34,719
-972
50
$722K 0.34%
2,511
1
2
3 4 5